How big is Bernard Caroli, LLC's plan?

Bernard Caroli, LLC's plan reported $2.2M in assets and 3 participants for 2025.

Original filing (PDF)20260514083735NAL0006800675001

Bernard Caroli, LLC

Name: Bernard Caroli, LLC — BCS PWM 401(k), Form 5500 (2025)
Creator: Bernard Caroli, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BCS PWM 401(k)

401(k) retirement plan · Bernard Caroli, LLC's BCS PWM 401(k) held $2.2M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Craig Cummings signed Bernard Caroli, LLC's 2025 Form 5500 as plan administrator.

Craig Cummings — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bernard Caroli, LLC's EIN is 27-0230878.

EIN 27-0230878

Plan number 001

Plan year 2025

ACK ID 20260514083735NAL0006800675001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bernard Caroli, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bernard Caroli, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERNARD CAROLI, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score